+165.8%
VXUS vs NUE
+717.4%
-551.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +1.1% |
| 7D | +2.1% | +2.8% | -0.6% | +1.2% |
| 30D | -1.1% | -2.1% | +1.0% | -0.6% |
| 3M | -5.6% | -7.3% | +1.7% | -3.9% |
| 6M | -2.3% | +8.9% | -11.1% | -5.8% |
| YTD | +10.4% | +55.6% | -45.3% | -5.3% |
| 1Y | +13.1% | +74.7% | -61.6% | -6.6% |
| 3Y | +68.0% | +71.7% | -3.7% | +34.1% |
| 5Y | +45.8% | +141.2% | -95.4% | -3.0% |
| 10Y | +144.7% | +429.6% | -284.9% | +4.4% |
| All | +165.8% | +717.4% | -551.6% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling